Latest Institutional Transactions on Carrier Global Corp (CARR)
This table provides information on the latest institutional transactions involving Carrier Global Corp (CARR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-4.07K- 71.07% |
$218K - $244K
|
1.66K
$113K
|
|
May 10, 2024
Q1 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-3.25K- 13.98% |
$173K - $194K
|
20K
$1.37M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
11.5KNew |
$615K - $689K
|
11.5K
$788K
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-6.11K- 36.61% |
$327K - $366K
|
10.6K
$724K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
8.22KNew |
$439K - $492K
|
8.22K
$563K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-540K- 28.62% |
$28.8M - $32.3M
|
1.35M
$92.2M
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-34K- 80.97% |
$1.82M - $2.03M
|
7.99K
$547K
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-200- 49.63% |
$10.7K - $12K
|
203
$13.9K
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
23K+ 52.53% |
$1.23M - $1.38M
|
66.8K
$4.58M
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-13.8K- 60.79% |
$737K - $826K
|
8.9K
$609K
|
|
May 09, 2024
Q1 2024
|
Fractal Investments LLC
|
SELL
|
- |
-4.3K- 29.41% |
$230K - $257K
|
10.3K
$706K
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
55+ 0.08% |
$2.94K - $3.29K
|
66K
$4.52M
|
|
May 09, 2024
Q1 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
8KNew |
$427K - $479K
|
8K
$548K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13New |
$695 - $778
|
13
$890
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 1.17% |
$10.7K - $12K
|
16.9K
$1.16M
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-1.76K- 31.84% |
$93.9K - $105K
|
3.76K
$258K
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-118- 0.81% |
$6.3K - $7.06K
|
14.5K
$990K
|
|
May 08, 2024
Q1 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
201KNew |
$10.8M - $12M
|
201K
$13.8M
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-108- 8.36% |
$5.77K - $6.46K
|
1.18K
$81K
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
4.06KNew |
$217K - $243K
|
4.06K
$278K
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
10KNew |
$536K - $600K
|
10K
$687K
|
|
May 08, 2024
Q1 2024
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
PUT |
75KNew |
$4.01M - $4.49M
|
75K
$5.13M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-119- 0.98% |
$6.36K - $7.12K
|
12K
$821K
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-900- 13.89% |
$48.1K - $53.8K
|
5.58K
$382K
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
400+ 16.24% |
$21.4K - $23.9K
|
2.86K
$196K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-104- 0.69% |
$5.56K - $6.22K
|
15K
$1.03M
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-4.65KClosed |
$248K - $278K
|
0
$0
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-101- 2.01% |
$5.4K - $6.04K
|
4.92K
$337K
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
33New |
$1.76K - $1.97K
|
33
$2.26K
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
7.35KNew |
$393K - $440K
|
7.35K
$503K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.34K+ 26.65% |
$71.4K - $79.9K
|
6.35K
$435K
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-275- 3.97% |
$14.7K - $16.5K
|
6.65K
$455K
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-60- 1.36% |
$3.21K - $3.59K
|
4.36K
$298K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
105New |
$5.61K - $6.28K
|
105
$7.19K
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1K- 15.65% |
$53.4K - $59.8K
|
5.39K
$369K
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-1.65K- 28.82% |
$88.2K - $98.7K
|
4.08K
$279K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5.37KNew |
$287K - $321K
|
5.37K
$368K
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-11.9K- 92.44% |
$637K - $713K
|
975
$66.7K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.61KNew |
$86K - $96.3K
|
1.61K
$110K
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-89- 0.32% |
$4.76K - $5.32K
|
27.6K
$1.89M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
697+ 5.07% |
$37.2K - $41.7K
|
14.4K
$988K
|
|
Apr 30, 2024
Q1 2024
|
Ceredex Value Advisors LLC
|
BUY
|
- |
321K+ 59.69% |
$17.2M - $19.2M
|
859K
$58.8M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-76- 50.0% |
$4.06K - $4.55K
|
76
$5.2K
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-50- 4.26% |
$2.67K - $2.99K
|
1.12K
$76.9K
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
100+ 0.92% |
$5.34K - $5.98K
|
11K
$754K
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
74.8KNew |
$4M - $4.47M
|
74.8K
$5.12M
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-200- 15.56% |
$10.7K - $12K
|
1.09K
$74.3K
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
BUY
|
- |
8.54KNew |
$456K - $511K
|
8.54K
$584K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5New |
$267 - $299
|
5
$342
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
3.45KNew |
$184K - $206K
|
3.45K
$236K
|